Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,012 | $86,940-52.8% | $102,434-60.0% | $80,935-49.3% |
| Participation rate | 43.9% | 72.4%-28.5pp | 76.5%-32.6pp | 67.7%-23.8pp |
| Annual return | 11.55% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,596 | $2,370-32.6% | $3,023-47.2% | $2,757-42.1% |
| Participant deferral / active EE | $2,751 | $4,121-33.2% | $5,055-45.6% | $4,299-36.0% |
| Admin fee / account holder | $5,994 | $8,047-25.5% | $9,462-36.6% | $6,924-13.4% |